Can a Trust Protect Your Child’s Inheritance? | Central Trust
A common estate plan might provide that upon your death, your assets will be distributed to your children. While that has the benefit of being simple, there can be risks.
Estate Planning Report | May/June 2021 | Central Trust
Our May/June 2021 Estate Planning Report is now available! Included is the feature article "DAF Notes". Also featured are Cases & Rulings and Washington Talk, a discussion of hot topics in the nation's capital.
Is it Time to Revisit Your Estate Plan?
When was the last time you reviewed your estate plan? If you haven’t reviewed your plan since the day you originally signed documents at your attorney’s office, you’re not alone.
Talking To Children About Inheritance
You’ve worked hard to accumulate an estate that you hope to pass onto your children, but have you talked to them about it?
SECURE Act: New Challenges & Planning Opportunities
The SECURE Act was intended to expand opportunities for taxpayers to save for retirement and to simplify administration for retirement accounts. It has resulted in unique challenges and planning opportunities in the estate planning arena.
Trust Services Beyond the Investment Realm | Central Trust
What’s unique about working with Central Trust Company is that we can advise you about our many service offerings outside of just the investment realm.
Surviving the Transition for a Family Business | Central Trust
It's important to be prepared if you want your family business to survive the passing of generations.
Time for a Family Meeting
Although it has often been regarded as an unspeakable topic, it is important to talk to your family, especially your adult children, about finances before you are gone.
The “Why” of my Inheritance
What you leave behind for your family and friends to treasure is important. However, the reason behind the heirloom may be even more important.
A Backup for Your Digital Lifestyle
In a desire to eliminate paper clutter, do you have bills and statements come to you online? It is wonderful when you have less paperwork to sort through, file, or dispose of, but what if something happens to you? What…